Personnel

When to use this

Register personnel when you need the system to assign tasks to specific people, send automatic notifications, or locate the nearest technician to equipment with issues.

Why it matters: Personnel records enable automatic task assignment, notification delivery, and nearest-technician location. The email and phone fields are critical -- without them, notifications will not reach the person.

Real-world example: Juan Perez is a maintenance technician at North Plant. When a compressor triggers a critical alarm, the system searches for Maintenance department personnel nearest to North Plant, finds Juan, and sends him a WhatsApp notification with the task details. If Juan has no phone number registered, the notification fails silently.

What is the personnel registry

The personnel registry stores information about your organization's members, including contact details and geographic location. This information is used by agents to assign tasks, send notifications, and locate the nearest personnel.

Create a member

Go to Organization > Personnel.
Click New Member.
Complete the form:

Member information

Field	Required	Description
Full name	Yes	Person's first and last name
Email	No	Contact email address
Phone	No	Phone number (e.g., +1 555 123 4567)
Position	Yes	Role or position in the organization
Department	Yes	Department they belong to

Location

Field	Required	Description
Country	No	Location country
State/Province	No	State or province
City	No	City
Address	No	Full address

The location information is used by the locate_nearest_personnel agent action to find the nearest personnel to a given location.

Personnel list

The main view shows cards with:

Name of the member.
Position with a briefcase icon.
Email and phone contact details.
Location (city, state, country).
Assigned department.
Buttons to edit and delete.

Filter by department

You can filter the personnel list by:

All departments — Shows all personnel.
No department — Shows unassigned members.
Specific department — Shows only members from that department.

Edit a member

Click View / Edit on the member's card.
Modify the necessary fields.
Save the changes.

The edit page also shows read-only information:

Member ID (monospaced format).
Creation date.
Update date.

Delete a member

You can delete a member from the list. A confirmation dialog is shown before proceeding.

Usage in the platform

Personnel is used in:

Tasks — Assign tasks to specific people (filtered by department).
Notifications — Send notifications via email or WhatsApp to the assigned person.
Machine agents — Select personnel for automatic notifications or automatic task assignment.
locate_nearest_personnel action — Agents can locate the nearest personnel using location data.